Roger Dean Gershman
Chief Executive Officer
With a wealth of experience in financial advising and asset management, Roger Gershman brings a unique advantage to the world of financial services recruiting. Having spent twenty-five years himself as a financial advisor at Hambrecht & Quist, UBS PWM, and Credit Suisse, Mr. Gershman brings a unique perspective to the recruiting and consulting world of financial advisors.
He has built profound relationships through the generations and has fostered deep relationships with his clients on both the broker and management sides. He upholds the reputation of The Gershman Group by continuing to provide valuable consultation and advice to transitioning financial advisors.
Jose G Viana
Jose has been an Executive Consultant since 2011 working with tier one advisors who have over $3M and assisting them to maximize their potential deal and earnings. He is also one of the first employees of AdvisorHUB. He managed all of the digital campaigns on the website and email placements across the newsletters and every other channel. Jose was also in charge of managing and growing the email list of 200k+ subscribers, and over 10M email sends per month. He was also in charge of publishing the articles to the website and across social media properly optimized for SEO (AdvisorHUB is the highest rated site for financial advisors). He resides in South Florida with his wife and infant daughter.
Director of Talent Acquisition
Supporting the Chief Talent Acquisition Officer, Paul Danese is an invaluable asset in terms of building and maintaining client relationships. He stays informed of the needs of each individual firm with which we contract with and does a phenomenal job at match-making our clients with the most suitable firms. He supports the executive team in lead generation and overall growth of The Gershman Group.
Tula ensures the daily administrative functions are carried out efficiently and fluidly, providing support to the Leadership Team as needed. She takes the lead on strategic initiatives important for company culture and company success, handles office communications and troubleshoots a variety of situations.
Norman Gershman’s legacy lives on as one of the Street’s most storied professionals.
A legendary broker in his own right at several of Wall Street’s storied firms, he used his vast experience to launch one of the first, and most successful, recruiting firms devoted solely to serving the Street’s most elite financial advisors.
In his memory, the Gershman Group continues this tradition, offering an original and consultative approach to its clients.